Empowering Your Financial Future
Professional Accounting & Tax Solutions
Helping individuals and small to medium businesses achieve financial clarity and success.
Expert Taxation Services
Comprehensive Business Advisory
Advanced Accounting Systems
Additional Business Services
About Cooper & Lockhart
Who We Are
Trusted Accounting & Business Advisory Services
Cooper & Lockhart is a family-run accounting firm with a dedicated team committed to providing reliable accounting and business advice to our clients. With strong industry knowledge and practical experience, we deliver tailored guidance to help individuals and businesses manage their financial and taxation responsibilities with confidence.
Our team stays up to date with the latest accounting principles, small business matters, and tax legislation through ongoing professional development and industry seminars, ensuring our clients receive informed and current advice.
Meet Our Directors
Ben Cooper
Ben is a Certified Practicing Accountant and holds a Bachelor of Business in Accountancy. Ben has extensive working knowledge of capital gains tax and is able to guide his clients through the complexities of property transactions. With over 15 years experience in public practice, he can provide a tailored accounting solution to meet your requirements.
Email: ben@cooperlockhart.com.au
Sarah Lockhart
Sarah is a Certified Practicing Accountant and holds a Bachelor of Business in Accountancy & Marketing. Sarah has 15 years public practice experience and has gained a broad knowledge of accounting & taxation issues that impact on most small to medium-sized businesses and an extensive understanding of Self Managed Superannuation Funds and the complex environment they operate within.
Email : sarah@cooperlockhart.com.au
Our Services
Taxation Services
Navigate complex tax regulations with ease and ensure compliance with our expert guidance.
Business Advisory
Strategic advice to help your business grow and thrive in a competitive market.
Accounting Systems
Implement efficient accounting systems tailored to your business needs.
Other Services
Accounting and business advisory services including business planning, financial forecasting, and investment support.
Taxation Services
Taxation services are available for our individual clients as well as our small to medium-sized business clients.
For individuals
Cooper & Lockhart will proactively prepare and lodge your personal tax return to achieve the legally payable tax outcome. We can also assist you if you have fallen behind in your tax return lodgements.
For businesses
Our highly-trained staff can advise you on all areas of business tax. We will assist you with the preparation and lodgement of tax returns, Business Activity Statements (BAS) and Instalment Activity Statements (IAS). We will advise you on payroll tax, PAYG withholding, GST planning and compliance and fringe benefits. We can also help you to legally minimise your tax.
Business Advisory
Business services are available for all of our small to medium-sized business clients. Cooper & Lockhart can help you to manage your accounting records and offer professional advice about understanding your business in order for it to grow.
We are happy to arrange a consultation at your premises or ours.
We can assist your business in the following areas:
- Financial statement preparation for all entities
- ASIC compliance maintenance for corporate entities.
- Bookkeeping assistance including MYOB.
- Asset protection and management.
- Business structure establishment and structure advice.
- Employer advice and assistance with superannuation and WorkCover.
Accounting Systems
Our team supports both manual and software-based accounting systems, including MYOB, Quicken, and Cashflow Manager. We ensure your accounting processes are set up correctly to suit your business needs and reporting requirements.
Whether you are starting a new business or managing an established operation, we can advise you on the most suitable accounting system to improve efficiency, accuracy, and day-to-day financial management.
Other Services
At Cooper & Lockhart, we provide a range of additional accounting and business advisory services to support individuals and small to medium-sized businesses. Our team can liaise on your behalf with financial advisors, bank managers, solicitors, and tax officers to ensure smooth communication and efficient handling of your financial matters.
We also assist with business planning and financial management, including business plan preparation, succession planning to support retirement, and the preparation of cash flow forecasts, budget comparisons, and profit and loss projections. In addition, we provide practical financial guidance on property investment, leasing, and other key business decisions.
Industries We Serve
Retail
Our expertise in retail accounting ensures your business thrives in a competitive market.
Construction
We provide comprehensive financial solutions tailored for the construction industry.
Tourism
Navigate the complexities of tourism finance with our expert guidance.
Manufacturing
Optimize your manufacturing operations with our strategic financial advice.
Valuable Resources
CPA Australia
www.cpaaustralia.com.au
This website has a number of fact sheets relating to small to medium-sized businesses. These fact sheets include information from how to manage your business in tough times through to government grants and assistance.
Family Assistance Office
www.familyassist.gov.au
This website offers online services including claims, family assistance and child care.
Australian Taxation Office
www.ato.gov.au
This website provides valuable information on any matters relating to tax.
Business.gov.au (Australian Government)
www.business.gov.au
This website is a great resource for anyone starting their own business. It includes information on the registration and licences that apply to your business, safety in the workplace and employing people.
Get in Touch with Us
Contact Details
Telephone:
(03) 9800 5557
Fax:
(03) 9800 3996
Email:
admin@cooperlockhart.com.au
Street address:
Suite 10, 249 Stud Road, Wantirna South Vic 3152
Postal address:
PO BOX 5789, Wantirna South Vic 3152